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Entry Level Financial Planner
at Jobisite in Kansas
Why Work Here?
We have an excellent training and mentorship program that allows for lots of room for growth in the company!
Remote Opportunity-Work from home opportunity or anywhere with Wi-Fi
Flexible Hours- you set your own schedule/ what you out in is what you will get out
NO EXPERIENCE REQUIRED- full training and mentorship provided
Base Qualifications:
Minimum of 18 years of age
Legal U.S. Resident, Citizen or work permit with SSN
Able to pass a background screening
Able to complete licensing requirements within 60 days
Accountable with high level of integrity
JOB SUMMARY:
We are seeking a motivated and ambitious individual to join our financial services team as an Entry Level Financial Services Representative/Consultant. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and pursuing new business opportunities.
Responsibilities:
Meet with clients to discuss their financial goals, needs, and concerns
Develop and implement financial plans tailored to each client's individual needs
Educate individuals on investments, retirement planning, insurance, and other financial products and services
Analyze market trends and provide regular updates to clients on their investment portfolios
Build and maintain strong relationships with clients to ensure their satisfaction and retention
Identify and pursue new business opportunities through networking and referrals
Participate in training and development programs to enhance knowledge and skills
Requirements:
✔Strong interpersonal and communication skills
✔Ability to work independently and as part of a team
✔Strong analytical and problem-solving skills
✔Ability to obtain necessary licenses and certifications
Compensation:
Performance-based bonuses and incentives
Commission Based Pay
ARE YOU:
ethical, intentional, accountable, confident, and driven to invest in your future?
teachable and open to learning business and financial principles that expand your own personal and professional Financial IQ?
open and have a desire to become licensed to help individuals, families, and businesses with practical and tactical, resilient strategies?
THE IDEAL CANDIDATE:
Values freedom and flexibility
Excels at working independently and in a team environment
Ambitious and Motivated
Entrepreneurial-Minded
Self-Starter and Good at Follow-Through
Has a personal interest in Personal Finance ( even with little to no experience)
We are looking for a talented and successful motivated individual ready to become educated in the high income financial services industry. Do you have interest in learning how money works, strategies familiar to the wealthy, and actually building an asset with your time?
If you are passionate about finance and helping others achieve their financial goals, we encourage you to apply for this exciting opportunity to launch your career as an Entry Level Financial Services Representative/Advisor.
About National Financial Frontier:
Our firm has been leading the Financial Services Industry for over 30 years, and we are virtual. We are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, these are just some of the products and services that we market and represent. Financial Professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educational approach we provide to our clients. That way in the end, they are able to make better financial decisions for their family.
Reference : Entry Level Financial Planner jobs
Reference : Entry Level Financial Planner jobs
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Published at 24-04-2023
Viewed: 48 times
Viewed: 48 times